Private Client Banker — Relationship-Driven Wealth Advisor

J.P. Morgan; Hingham (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Massachusetts seeks a Private Client Banker to manage affluent clients’ banking relationships and proactively grow balances. You will solicit referrals, work with specialists, and provide tailored advice to meet clients' financial goals.

The role requires a proven ability to acquire and deepen relationships, adherence to regulatory requirements, and weekend/evening availability. A strong commitment to diversity and inclusion is emphasized.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7 and state registrations required (63/66 if applicable) or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with clients that may be eligible.
• Actively manage banking relationships with an advice-based approach to provide best-fit products and services.
• Partner with Specialists to connect customers to experts for specialized financial needs.
• Make clients’ lives easier by enabling self-service options access 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship selling

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Massachusetts seeks a Private Client Banker to manage affluent clients’ banking relationships and proactively grow balances. You will solicit referrals, work with specialists, and provide tailored advice to meet clients' financial goals.

The role requires a proven ability to acquire and deepen relationships, adherence to regulatory requirements, and weekend/evening availability. A strong commitment to diversity and inclusion is emphasized.